Capitol Hill Village is excited to open our last Plan to Thrive session of the year to all Capitol Hill residents and CHV Members.

We encourage everyone, whether you are new members, prospective members, curious community members, and long-time members to join us to hear about current CHV services and programs and to learn more about charitable donations and legacy gifting across your lifespan.

Session Agenda:

3pm-4pm will be led by Lizzy as she shares information about Capitol Hill Village's services and the planning tools available when you become a CHV member.

4pm-5pm will be led by Chad Sigmon, CFP® and Skip Thompson of Integrated Wealth Advisors for an engaging discussion on charitable giving and legacy planning strategies so folks can make a meaningful impact for future generations while potentially improving tax efficiency today.

We welcome you to join us for all or part of the two-hour agenda!

During the 4pm-5pm hour, we'll explore charitable giving and legacy planning strategies including Qualified Charitable Distributions (QCDs), Donor-Advised Funds (DAFs), gifting appreciated securities, step-up in basis opportunities, estate planning considerations, and both current and generational tax planning strategies. We'll discuss how these tools may help individuals align their wealth with their values, support causes they care about, and create a lasting legacy for family and community.

Where and When?

3pm-5pm, In-person at the Northeast Library (Meeting Room 1-Accessible by elevator and stairs)

330 7th St NE, Washington, DC 20002

For additional information:  Contact Lizzy Kosin, LICSW at 202-543-1778 x106 or [email protected]